Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | CLASS A | 1151 | $150,000 | 735 | 0.11 | 0.12 | -55 | -6.96 | 09-30-2023 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | CL A COM | 1152 | $206,000 | 716 | 0.01 | 0.02 | -201 | -21.92 | 09-30-2021 |
HOMRICH & BERG | CL A COM | 1153 | $205,000 | 713 | 0.00 | 0.01 | 22 | 3.18 | 09-30-2021 |
HARBOUR INVESTMENTS INC | CL A COM | 1154 | $135,919 | 706 | 0.00 | 0.00 | 439 | 164.42 | 12-31-2023 |